Forum Financial Management’s Boston Scientific BSX Stock Holding History

Forum Financial Management’s Portfolio BSX Stock Details BSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,665	Closed	-$1.4M	–	429
2025 Q4	$1.4M	Sell	14,665 -356	-2%	-$34.9K	0.02%	187
2025 Q3	$1.47M	Buy	15,021 +2,459	+20%	+$255K	0.02%	176
2025 Q2	$1.35M	Sell	12,562 -886	-7%	-$89.6K	0.02%	172
2025 Q1	$1.36M	Buy	13,448 +112	+0.8%	+$11.3K	0.02%	169
2024 Q4	$1.19M	Buy	13,336 +1,621	+14%	+$143K	0.02%	181
2024 Q3	$982K	Sell	11,715 -9	-0.1%	-$709	0.02%	189
2024 Q2	$903K	Buy	11,724 +26	+0.2%	+$1.9K	0.02%	190
2024 Q1	$801K	Hold	11,698	–	–	0.01%	225
2023 Q4	$676K	Hold	11,698	–	–	0.01%	223
2023 Q3	$618K	Hold	11,698	–	–	0.01%	234
2023 Q2	$633K	Sell	11,698 -205	-2%	-$10.7K	0.01%	241
2023 Q1	$596K	Buy	11,903 +205	+2%	+$9.66K	0.02%	227
2022 Q4	$541K	Hold	11,698	–	–	0.02%	236
2022 Q3	$453K	Sell	11,698 -198	-2%	-$7.94K	0.02%	239
2022 Q2	$443K	Buy	11,896 +396	+3%	+$16.1K	0.02%	256
2022 Q1	$509K	Hold	11,500	–	–	0.02%	238
2021 Q4	$489K	Buy	+11,500	New	+$483K	0.03%	256

Other funds holding BSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's BSX Position: Q1 2026 in Review

Forum Financial Management sold out of Boston Scientific (BSX) in Q1 2026, closing a stake of 14,665 shares — an estimated $1.4M sold.

Forum Financial Management first reported a position in BSX in Q4 2021 and held it in 17 quarters. The position peaked at $1.47M in Q3 2025. 1,676 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

Forum Financial Management reported no remaining Boston Scientific position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 14,665 Boston Scientific shares in Q1 2026, an estimated $1.4M.
Forum Financial Management first reported a position in Boston Scientific in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Boston Scientific position peaked at $1.47M in Q3 2025.
1,676 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.